Todd A. Delligatti

EXPERT FINANCIAL SERVICES

Wexford, PA 15090

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CRD#: 3089741

Professional summary

Todd Allen Delligatti is a registered financial advisor currently at EXPERT FINANCIAL SERVICES, LLC located in Wexford, Pennsylvania and LEIGH BALDWIN & CO., LLC located in Wexford, Pennsylvania.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Todd has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EXPERT FINANCIAL SERVICES LLC 11676 Perry Highway, Suite 2201 Wexford, PA 15090 NATURE OF BUSINESS: REG INVESTMENT ADVISOR TITLE: PRESIDENT PERCENT OF TIME: 95% COMPENSATION: FEES M&J MANAGEMENT CORP Not investment related PO Box 38725 PITTSBURGH, PA 15238 NATURE OF BUSINESS: Restaurant management Employee since 1992 DUTIES: Accounting, Bill paying, Tax Prep 10-20 HRS/MONTH DURING NON TRADING HOURS COMP: Salary

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Allen Delligatti's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2001 - Present

EXPERT FINANCIAL SERVICES, LLC

Office #1: 11676 Perry Highway, Suite 2201, Wexford, PA 15090

RIA

CRD#: 121584

Wexford, PA

Current

May 21, 2014 - Present

LEIGH BALDWIN & CO., LLC

Office #1: 11676 Perry Highway Suite 2201, Wexford, PA 15090

RIA

CRD#: 38751

Wexford, PA

Past

January 3, 2012 - June 14, 2014

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

PITTSBURG, PA

Past

May 9, 2003 - April 28, 2011

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

PITTSBURG, PA

Past

November 1, 2000 - June 14, 2014

WRP INVESTMENTS, INC.

CRD#: 7365

PITTSBURG, PA

Past

July 27, 1998 - November 3, 2000

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(5/21/2014)

Florida
(5/21/2014)

North Carolina
(5/21/2014)

IAR

Pennsylvania
(1/2/2001)

Pennsylvania
(5/21/2014)

South Carolina
(1/4/2021)

Texas
(8/20/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/25/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/4/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EXPERT FINANCIAL SERVICES, LLC

CRD#: 121584 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (1/2/2001 Approved)

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Contact information

Main Address

11676 Perry Highway, Suite 2201, Wexford, PA 15090

Mailing Address

Phone number

(412) 963-7978

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 91,632,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd A. Delligatti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Allen Delligatti's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEIGH BALDWIN & CO., LLC

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

ADVANTAGE CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/1999

Series 63

Date: 8/4/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/24/1998

Series 24

Date: 12/22/2000

FINRA

Current Firm

EXPERT FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EXPERT FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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